-14.6%
CDW vs IBB
+91.0%
-105.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.0% |
| 7D | +2.6% | -1.4% | +3.9% | +3.2% |
| 30D | +20.4% | +6.8% | +13.6% | +17.4% |
| 3M | +28.5% | +9.2% | +19.2% | +23.9% |
| 6M | +70.6% | +28.3% | +42.3% | +52.4% |
| YTD | +29.1% | +29.4% | -0.3% | +13.6% |
| 1Y | +23.8% | +33.2% | -9.4% | +6.9% |
| All | -14.6% | +91.0% | -105.6% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling